How to manage Roofr Crews
1) Create a Crew
From the Work Orders section of your Roofr dashboard, click the Crews tab
Click + Crew
Enter the Company or Crew name
Select the Trade this crew works in
Add a description for this crew (optional)
Assign a Crew lead from a new or existing contact
Click Save
2) Manage Crews
Once a crew is saved, you can attach documents to the crew including; licenses, insurance, etc
Expiry dates can be included in the attachments. Notifications will be send 30 days from expiry.
Click Request document to request documentation of the crew lead directly from the Crew page
Crews can only be archived, not deleted
Click show archived crews to view and restore archived crews
What's Next?